Altarock Partners's top dividend stocks (September 2025) include Transdigm Group Incorporated (TDG), a leading global manufacturer of highly engineered aerospace components and systems.

Altarock Partners is an investment firm that leverages a deep understanding of business fundamentals to identify compelling long-term investment opportunities. The firm focuses on managing a concentrated portfolio, often seeking out companies with strong competitive advantages and sustainable growth prospects across various industries.

Transdigm Group Incorporated (TDG)

Transdigm Group is a key player in the aerospace industry, designing, producing, and supplying highly engineered aircraft components, systems, and subsystems for both commercial and military use. Their products are essential for a wide range of aircraft applications, from initial build to aftermarket maintenance.
The company currently offers a robust dividend yield of 5.36%, with a trailing twelve-month (TTM) dividend rate of $75.00. Altarock Partners holds a substantial position in the company, valued at $1.37 billion. Analysts project a price target of $1,600.00 for TDG, while its discounted cash flow value stands at $773.17.
Here's an overview of Altarock Partners's trades in Transdigm Group Incorporated:

Moody`s Corp. (MCO)

Moody's Corporation is a vital global integrated risk assessment firm, providing credit ratings, research, tools, and analysis that contribute to transparent and integrated financial markets worldwide. It serves clients across capital markets, offering insights into credit risk and economic performance.
With a current dividend yield of 0.72%, Moody's has distributed a trailing twelve-month dividend of $3.67. Altarock Partners's current value in Moody's Corp. is $485.42 million. The discounted cash flow for MCO is calculated at $177.76.
Here's an overview of Altarock Partners's trades in Moody`s Corp.:

Visa Inc (V)

Visa Inc. is a global leader in digital payments, facilitating transactions between consumers, merchants, financial institutions, and government entities across more than 200 countries and territories. The company operates one of the world's most advanced processing networks, VisaNet, which provides secure and reliable payments.
This payment giant shows a dividend yield of 0.67%, and its trailing twelve-month dividend rate is $2.36. Altarock Partners's position in Visa Inc. is currently valued at $188.35 million. Analysts have set a price target of $412.00 for Visa, alongside a discounted cash flow valuation of $267.10.
Here's an overview of Altarock Partners's trades in Visa Inc:

Microsoft Corporation (MSFT)

Microsoft Corporation is a global technology powerhouse known for its software products, services, and devices. Its diverse offerings include the Windows operating system, Office productivity suite, Azure cloud services, and Xbox gaming consoles, serving a vast global customer base from individuals to large enterprises.
Microsoft's current dividend yield stands at 0.66%, complemented by a trailing twelve-month dividend rate of $3.32. The current value of Altarock Partners's holding in Microsoft is a significant $1.31 billion. Furthermore, analysts have provided a price target of $612.75 for MSFT, with its discounted cash flow estimated at $387.56.
Here's an overview of Altarock Partners's trades in Microsoft Corporation:

Mastercard Incorporated (MA)

Mastercard Incorporated is a prominent global technology company in the payments industry, connecting consumers, financial institutions, merchants, governments, and businesses worldwide. It facilitates secure electronic payments through its network, enabling various forms of digital transactions.
Mastercard currently boasts a dividend yield of 0.49%, and its TTM dividend rate is $2.94. The value of Altarock Partners's position in Mastercard Incorporated sits at $348.99 million. Analysts estimate a price target of $635.50 for MA, and its discounted cash flow value is $401.17.
Here's an overview of Altarock Partners's trades in Mastercard Incorporated: